FineMark National Bank & Trust’s Apollo Commercial Real Estate ARI Stock Holding History

FineMark National Bank & Trust’s Portfolio ARI Stock Details ARI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-6,000	Closed	-$100K	–	412
2016 Q4	$100K	Hold	6,000	–	–	0.01%	465
2016 Q3	$98K	Hold	6,000	–	–	0.01%	463
2016 Q2	$96K	Buy	6,000 +3,000	+100%	+$48.2K	0.01%	448
2016 Q1	$49K	Sell	3,000 -500	-14%	-$8.03K	0.01%	570
2015 Q4	$60K	Hold	3,500	–	–	0.01%	556
2015 Q3	$55K	Hold	3,500	–	–	0.01%	597
2015 Q2	$58K	Buy	+3,500	New	+$60.1K	0.01%	618

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FineMark National Bank & Trust's ARI Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Apollo Commercial Real Estate (ARI) in Q1 2017, closing a stake of 6,000 shares — an estimated $100K sold.

FineMark National Bank & Trust first reported a position in ARI in Q2 2015 and held it in 7 quarters. The position peaked at $100K in Q4 2016. 183 funds tracked by Wall St. Rank hold ARI as of Q1 2017.

FineMark National Bank & Trust reported no remaining Apollo Commercial Real Estate position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 6,000 Apollo Commercial Real Estate shares in Q1 2017, an estimated $100K.
FineMark National Bank & Trust first reported a position in Apollo Commercial Real Estate in Q2 2015 and held it in 7 quarters.
FineMark National Bank & Trust's Apollo Commercial Real Estate position peaked at $100K in Q4 2016.
183 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.